COMPLIANCE ADVANTAGE Trademark

Trademark Overview

On Thursday, September 21, 2017, a trademark application was filed for COMPLIANCE ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the COMPLIANCE ADVANTAGE trademark a serial number of 87617251. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, March 21, 2025. This trademark is owned by Envestnet, Inc.. The COMPLIANCE ADVANTAGE trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment advisory services, namely, evaluation and analysis of fee disclosure reporting requirements and retirement plan cost evaluations
compliance advantage

General Information

Serial Number87617251
Word MarkCOMPLIANCE ADVANTAGE
Filing DateThursday, September 21, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, March 21, 2025
Registration Number5618734
Registration DateTuesday, November 27, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 6, 2018

Trademark Statements

Goods and ServicesFinancial investment advisory services, namely, evaluation and analysis of fee disclosure reporting requirements and retirement plan cost evaluations
NOT AVAILABLE"COMPLIANCE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 27, 2017
Primary Code036
First Use Anywhere DateMonday, July 31, 2017
First Use In Commerce DateMonday, July 31, 2017

Trademark Owner History

Party NameEnvestnet, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameEnvestnet, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameEnvestnet, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Trademark Events

Event DateEvent Description
Monday, September 25, 2017NEW APPLICATION ENTERED
Wednesday, September 27, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 6, 2017ASSIGNED TO EXAMINER
Wednesday, December 13, 2017EXAMINERS AMENDMENT -WRITTEN
Wednesday, December 13, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, December 13, 2017EXAMINERS AMENDMENT E-MAILED
Wednesday, December 13, 2017EXAMINER'S AMENDMENT ENTERED
Wednesday, December 13, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 1, 2018ASSIGNED TO LIE
Wednesday, January 17, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 6, 2018PUBLISHED FOR OPPOSITION
Tuesday, February 6, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 3, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, September 17, 2018TEAS STATEMENT OF USE RECEIVED
Monday, September 17, 2018USE AMENDMENT FILED
Thursday, October 11, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, October 11, 2018STATEMENT OF USE PROCESSING COMPLETE
Friday, October 19, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, October 20, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 27, 2018REGISTERED-PRINCIPAL REGISTER
Monday, November 27, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 26, 2024TEAS SECTION 8 & 15 RECEIVED
Wednesday, December 4, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, March 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 21, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, March 21, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

advantage compliance requirements reporting retirement plan evaluations cost disclosure analysis advisory investment